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Third Point 2013 Q3 investor letter: Dan Loeb and Third Point’s third quarter letter is out, and here it is in all its glory (you can download it by clicking the link below). Third-Point-Q3-2013-TPOI-Letter Disclosure: none

Dan Loeb and Third Point are some of the most active investors and that’s one of the reasons why their moves should be watched closely. However, while the information we get from the SEC filings reveals only a small percentage of wh...

Dan Loeb and Third Point’s Q4 2012 investor letter is out (H/T:Distressed Debt Investing). You can read the details about Loeb’s HLF position in Third Point’s investor letter. You don’t need to login to download the PDF below: Dan L...

Update: The SEC Folds: SEC PERMITS TEMPORARY SUSPENSION OF THIRD AVENUE REDEMPTIONS THIRD AVENUE WILL BE SUBJECT TO ONGOING SEC OVERSIGHT SEC SAYS IT REQUIRED FUND TO PUT IN PLACE INVESTOR PROTECTIONS As Bloomberg reports, Third Ave...

Investing guru Martin Whitman released his Third Avenue Management Q409 investor letter last week.
MarketFolly obtained a copy of it.
Here are some key points to emphasize:
Whitman has bet on MBIA Inc. (MBI) and has thus suffered lo...